Parmenion

Sanlam Onshore Bond

Welcome to your resource centre for the Sanlam Onshore Bond via the Parmenion platform. Here you will be able to find all the information and documents you need in order to illustrate and submit an application.

Overview

The Sanlam Onshore Bond is an “open architecture” Bond, allowing you to extend your Centralised Investment Proposition to an Onshore Bond wrapper. It is a single premium investment-linked life assurance bond that offers a tax efficient way of taking a regular income.

For full details on features, allowable investments and charges please download the ‘Features and Charges’ document from the resources section below.

Before producing an illustration through Sanlam’s Online Services, you first need to produce an Investment Management Report (IMR) from Parmenion’s website. The IMR will provide a breakdown of the costs linked to the Parmenion platform.

Application

To submit an application you will need to complete the Sanlam Onshore Bond application form, below.

If you are using an external Discretionary Fund Manager (DFM), you will also need to complete an Investment Management Agreement (IMA), a copy can be downloaded below.

Sanlam UK Limited is the provider of the Sanlam website. If you would like to view the regulatory and legal status of each Sanlam company to which this website relates, and the services and products which they provide, please click here.

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